Nuveen
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Nuveen’s SoFi Technologies SOFI Stock Holding History

Nuveen’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.7M Sell
2,939,704
-493,885
-14% -$8.37M 0.01% 676
2026
Q1 		$54.5M Sell
3,433,589
-382,174
-10% -$8.06M 0.01% 606
2025
Q4 		$99.9M Sell
3,815,763
-190,715
-5% -$5.31M 0.03% 402
2025
Q3 		$106M Buy
4,006,478
+161,977
+4% +$3.84M 0.03% 396
2025
Q2 		$70M Sell
3,844,501
-249,722
-6% -$3.29M 0.02% 496
2025
Q1 		$47.6M Buy
4,094,223
+9,352
+0.2% +$135K 0.01% 641
2024
Q4 		$62.9M Sell
4,084,871
-56,803
-1% -$738K 0.02% 557
2024
Q3 		$32.6M Buy
4,141,674
+1,598,842
+63% +$11.6M 0.01% 884
2024
Q2 		$16.8M Buy
2,542,832
+62,288
+3% +$439K ﹤0.01% 1246
2024
Q1 		$18.1M Buy
2,480,544
+90,323
+4% +$717K 0.01% 1238
2023
Q4 		$23.8M Sell
2,390,221
-8,119
-0.3% -$64.5K 0.01% 1043
2023
Q3 		$19.2M Buy
2,398,340
+8,027
+0.3% +$70.6K 0.01% 1059
2023
Q2 		$19.9M Sell
2,390,313
-761,519
-24% -$4.96M 0.01% 1064
2023
Q1 		$19.1M Buy
3,151,832
+123,957
+4% +$752K 0.01% 1078
2022
Q4 		$14M Sell
3,027,875
-48,747
-2% -$242K 0.01% 1276
2022
Q3 		$50.4M Buy
3,076,622
+1,570,690
+104% +$9.94M 0.02% 527
2022
Q2 		$24.7M Buy
+1,505,932
New +$10.2M 0.01% 901

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nuveen's SOFI Position: Q2 2026 in Review

Nuveen reduced its SoFi Technologies (SOFI) stake by 14% in Q2 2026, selling an estimated $8.37M and leaving 2,939,704 shares worth $52.7M. The position accounts for 0.01% of the portfolio, ranked #676.

Nuveen first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $106M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Nuveen held 2,939,704 shares of SoFi Technologies worth $52.7M as of Q2 2026.
  • Nuveen sold 493,885 SoFi Technologies shares in Q2 2026, an estimated $8.37M.
  • SoFi Technologies made up 0.01% of Nuveen's portfolio in Q2 2026, its #676 holding.
  • Nuveen first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Nuveen's SoFi Technologies position peaked at $106M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.